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Lakeland Financial (LKFN) Institutional Ownership

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$56.25 +0.58 (+1.04%)
Closing price 04:00 PM Eastern
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$56.25 0.00 (0.00%)
As of 04:05 PM Eastern
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Institutional Ownership Changes (13F Filings) for Lakeland Financial (NASDAQ:LKFN)

Current
Institutional Ownership
Percentage
81.15%
Number of
Institutional Buyers
(last 12 months)
97
Total
Institutional Inflows
(last 12 months)
$131.28M
Number of
Institutional Sellers
(last 12 months)
88
Total
Institutional Outflows
(last 12 months)
$88.90M
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LKFN Institutional Buying and Selling by Quarter

Lakeland Financial Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/1/2025CWM LLC631$37K0.0%+40.5%0.002%
5/1/2025Louisiana State Employees Retirement System12,000$713K0.0%-2.4%0.046%
4/30/2025Cerity Partners LLC15,600$927K0.0%+8.6%0.060%
4/30/2025Personal CFO Solutions LLC4,153$247K0.1%-4.4%0.016%
4/30/2025Rosenthal Henry Capital Advisors Inc.43,711$2.60M2.6%-4.9%0.168%
4/29/2025 Envestnet Asset Management Inc.181,034$10.76M0.0%+1.5%0.696%
4/29/2025 Bank of New York Mellon Corp202,754$12.05M0.0%-3.6%0.779%
4/28/2025 Principal Financial Group Inc.127,021$7.55M0.0%+2.7%0.488%
4/28/2025 Oregon Public Employees Retirement Fund5,838$347K0.0%-3.3%0.022%
4/28/2025 Teacher Retirement System of Texas3,857$229K0.0%N/A0.015%
4/28/2025 Sippican Capital Advisors21,610$1.28M1.0%+11.5%0.083%
4/25/2025 Amalgamated Bank7,278$433K0.0%-2.7%0.028%
4/24/2025 Copeland Capital Management LLC740,622$44.02M0.9%-3.1%2.847%
4/24/2025 Mirae Asset Global Investments Co. Ltd.20,786$1.25M0.0%+12.6%0.080%
4/24/2025 Illinois Municipal Retirement Fund13,915$827K0.0%+3.2%0.053%
4/23/2025 Uncommon Cents Investing LLC15,446$918K0.3%-3.2%0.059%
4/21/2025 State of Alaska Department of Revenue14,135$840K0.0%-2.3%0.054%
4/15/2025 Monarch Capital Management Inc.152,773$9.08M2.5%-1.5%0.587%
4/15/2025 SG Americas Securities LLC5,512$328K0.0%N/A0.021%
4/15/2025 GAMMA Investing LLC1,085$64K0.0%+60.3%0.004%
4/14/2025 Bridge City Capital LLC36,777$2.19M0.7%-0.7%0.141%
4/8/2025 Rhumbline Advisers79,773$4.74M0.0%-4.2%0.307%
4/7/2025 GAMMA Investing LLC64,492$3.83M0.0%+9,426.1%0.248%
3/18/2025California State Teachers Retirement System23,792$1.64M0.0%-1.2%0.091%
2/17/2025UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC38,909$2.68M0.0%-14.9%0.153%
2/17/2025Voloridge Investment Management LLC58,301$4.01M0.0%-4.3%0.229%
2/17/2025Squarepoint Ops LLC14,627$1.01M0.0%-34.9%0.057%
2/17/2025Two Sigma Investments LP6,839$470K0.0%-55.0%0.027%
2/17/2025Snowden Capital Advisors LLC8,610$592K0.0%+10.2%0.034%
2/17/2025Silvercrest Asset Management Group LLC956,565$65.77M0.4%+5.7%3.750%
2/17/2025Rafferty Asset Management LLC21,434$1.47M0.0%-10.8%0.084%
2/17/2025Point72 Asia Singapore Pte. Ltd.362$25K0.0%N/A0.001%
2/17/2025Point72 Asset Management L.P.4,689$322K0.0%+53.5%0.018%
2/17/2025ProShare Advisors LLC7,509$516K0.0%+44.3%0.029%
2/17/2025Nuveen Asset Management LLC82,360$5.66M0.0%+20.2%0.323%
2/17/2025Occudo Quantitative Strategies LP3,307$227K0.0%-26.1%0.013%
2/17/2025Millennium Management LLC46,585$3.20M0.0%-50.0%0.183%
2/17/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.14,152$973K0.0%+3.9%0.055%
2/17/2025Janus Henderson Group PLC12,248$842K0.0%-12.2%0.048%
2/17/2025Graham Capital Management L.P.4,030$277K0.0%N/A0.016%
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2/17/2025Deutsche Bank AG22,846$1.57M0.0%+51.9%0.090%
2/17/2025Cubist Systematic Strategies LLC14,517$998K0.0%-5.8%0.057%
2/17/2025Cetera Investment Advisers19,001$1.31M0.0%-2.2%0.074%
2/17/2025Captrust Financial Advisors5,724$394K0.0%+15.5%0.022%
2/17/2025Balyasny Asset Management L.P.11,850$815K0.0%+15.4%0.046%
2/17/2025Bank of America Corp DE130,162$8.95M0.0%-1.4%0.510%
2/17/2025BNP Paribas Financial Markets8,815$606K0.0%-26.0%0.035%
2/17/2025Ameriprise Financial Inc.344,088$23.66M0.0%-1.4%1.349%
2/17/2025Aptus Capital Advisors LLC107,263$7.38M0.1%+42.2%0.420%
2/14/2025Comerica Bank13,160$905K0.0%-5.5%0.052%
2/14/2025Schonfeld Strategic Advisors LLC7,200$495K0.0%+127.5%0.028%
2/14/2025Northern Trust Corp466,269$32.06M0.0%-0.6%1.828%
2/14/2025The Manufacturers Life Insurance Company 12,306$846K0.0%-2.9%0.048%
2/14/2025Tudor Investment Corp ET AL27,345$1.88M0.0%-33.4%0.107%
2/14/2025Aquatic Capital Management LLC6,442$443K0.0%+301.4%0.025%
2/14/2025Voya Investment Management LLC7,711$530K0.0%-7.1%0.030%
2/14/2025Fuller & Thaler Asset Management Inc.282,926$19.45M0.1%-2.7%1.109%
2/14/2025Price T Rowe Associates Inc. MD18,939$1.30M0.0%+9.5%0.074%
2/14/2025Dark Forest Capital Management LP14,675$1.01M0.1%+279.1%0.058%
2/14/2025Stifel Financial Corp62,377$4.29M0.0%-5.9%0.245%
2/14/2025State of Tennessee Department of Treasury6,254$430K0.0%-4.2%0.025%
2/14/2025Tower Research Capital LLC TRC 3,795$261K0.0%-9.0%0.015%
2/14/2025Kayne Anderson Rudnick Investment Management LLC538,131$37.00M0.1%-34.9%2.109%
2/14/2025MetLife Investment Management LLC15,141$1.04M0.0%+5.8%0.059%
2/14/2025Dimensional Fund Advisors LP807,525$55.53M0.0%+0.8%3.166%
2/14/2025First Trust Advisors LP307,242$21.13M0.0%+54.0%1.204%
2/13/2025CANADA LIFE ASSURANCE Co23,878$1.64M0.0%-6.2%0.094%
2/13/2025NFJ Investment Group LLC152,166$10.46M0.3%-5.9%0.596%
2/13/2025Barclays PLC51,980$3.57M0.0%+2.0%0.204%
2/13/2025Sterling Capital Management LLC737$51K0.0%+809.9%0.003%
2/13/2025Kennedy Capital Management LLC94,763$6.52M0.1%-0.7%0.371%
2/13/2025Raymond James Financial Inc.336,109$23.11M0.0%N/A1.318%
2/13/2025Legal & General Group Plc70,760$4.87M0.0%-2.9%0.277%
2/13/2025Invesco Ltd.88,184$6.06M0.0%+3.8%0.346%
2/13/2025Bank of Montreal Can4,954$341K0.0%+6.6%0.019%
2/13/2025Cerity Partners LLC14,360$935K0.0%-5.7%0.056%
2/13/2025Russell Investments Group Ltd.12,645$870K0.0%-23.1%0.050%
2/13/2025 Envestnet Asset Management Inc.178,368$12.27M0.0%-10.7%0.699%
2/13/2025Wells Fargo & Company MN98,365$6.76M0.0%-19.5%0.386%
2/12/2025Huntington National Bank359$25K0.0%-92.9%0.001%
2/12/2025Geode Capital Management LLC602,488$41.44M0.0%-0.4%2.362%
2/12/2025O Shaughnessy Asset Management LLC3,116$214K0.0%N/A0.012%
2/12/2025Heartland Advisors Inc.22,319$1.54M0.1%-2.0%0.087%
2/12/2025JPMorgan Chase & Co.134,495$9.25M0.0%+132.2%0.527%
2/12/2025WINTON GROUP Ltd16,615$1.14M0.1%+1.8%0.065%
2/12/2025Neumeier Poma Investment Counsel LLC476,113$32.74M3.2%-2.5%1.866%
2/11/2025Segall Bryant & Hamill LLC109,757$7.55M0.1%-0.7%0.430%
2/11/2025Prudential Financial Inc.25,805$1.89M0.0%-10.1%0.101%
2/11/2025Corebridge Financial Inc.13,270$912K0.0%-7.2%0.052%
2/11/2025Vanguard Group Inc.1,940,356$133.42M0.0%+5.4%7.606%
The Man I Turn to In Times Like This (Ad)

A storm is brewing in the markets: new tariffs, recession warnings, and panic in the headlines. That’s when publisher Brett Aitken turns to Whitney Tilson—a man CNBC once dubbed “The Prophet.” Tilson just released a new prediction that runs counter to what mainstream finance is telling you.

Market chaos? Hear Tilson’s take now
2/11/2025 Bridge City Capital LLC37,035$2.55M0.7%+0.9%0.145%
2/11/2025LPL Financial LLC65,825$4.53M0.0%+6.5%0.258%
2/11/2025KLP Kapitalforvaltning AS5,500$378K0.0%N/A0.022%
2/11/2025Sei Investments Co.32,843$2.26M0.0%+19.5%0.129%
2/11/2025American Century Companies Inc.126,892$8.73M0.0%+0.5%0.497%
2/11/2025Quantbot Technologies LP3,386$233K0.0%-29.8%0.013%
2/10/2025Thrivent Financial for Lutherans19,715$1.36M0.0%-1.6%0.077%
2/10/2025Corient Private Wealth LLC7,599$523K0.0%-27.9%0.030%
2/10/2025Natixis Advisors LLC92,669$6.37M0.0%-33.2%0.363%
2/10/2025Swiss National Bank50,150$3.45M0.0%+0.6%0.197%
(Data available from 1/1/2016 forward)

LKFN Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of LKFN shares?

During the previous two years, 200 institutional investors and hedge funds held shares of Lakeland Financial. The most heavily invested institutionals were Vanguard Group Inc. ($133.42M), Victory Capital Management Inc. ($92.56M), State Street Corp ($83.15M), Silvercrest Asset Management Group LLC ($65.77M), Charles Schwab Investment Management Inc. ($65.07M), Dimensional Fund Advisors LP ($55.53M), and Copeland Capital Management LLC ($44.02M).Learn more on LKFN's institutional investors.

What percentage of Lakeland Financial stock is owned by institutional investors?

81.15% of Lakeland Financial stock is owned by institutional investors. Learn more on LKFN's institutional investor holdings.

Which institutional investors have been buying Lakeland Financial stock?

Of the 145 institutional investors that purchased Lakeland Financial stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Victory Capital Management Inc. ($713.57K), Raymond James Financial Inc. ($672.22K), Silvercrest Asset Management Group LLC ($288.30K), Copeland Capital Management LLC ($208.69K), Assenagon Asset Management S.A. ($171.67K), Vanguard Group Inc. ($145.87K), and Eagle Asset Management Inc. ($130.40K).

How much institutional buying is happening at Lakeland Financial?

Institutional investors have bought a total of 4,149,598 shares in the last 24 months. This purchase volume represents approximately $248.68M in transactions.

Which Lakeland Financial major shareholders have been selling company stock?

Of the 123 institutional investors that sold Lakeland Financial stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Kayne Anderson Rudnick Investment Management LLC ($504.68K), Victory Capital Management Inc. ($278.64K), Natixis Advisors LLC ($125.56K), Silvercrest Asset Management Group LLC ($124.50K), Natixis Advisors L.P. ($120.19K), FORVIS Wealth Advisors LLC ($55.44K), and Neumeier Poma Investment Counsel LLC ($55.27K).

How much institutional selling is happening at Lakeland Financial?

Institutional investors have sold a total of 2,149,734 shares in the last 24 months. This volume of shares sold represents approximately $132.76M in transactions.



This page (NASDAQ:LKFN) was last updated on 5/1/2025 by MarketBeat.com Staff
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